How to lock an editable pdf on "Sending" or "Submit"

Hey guys,
Pretty new to Acrobat Pro so not sure if what i'm attempting is even possible - any guidance will be greatly appreciated.
What we're trying to achieve is to have an editable form (application form in the Life Insurance industry) where once the user has fully completed each field and wants to submit the completed form back to us, it should lock/flatten the form once it gets e-mailed to us. This should be done with minimal to no intervention from the user submitting the form (which will be mostly brokers and clients).
Is there a script that can be run, or perhaps an additional button added on the last page of the form that the user can then click (once all the fields have been completed). For example a "Submit" button, and on clicking this the script will flatten the file and add it as an attachment to an e-mail that the user can then dispatch?
Hope all that made sense,
Cheers,

Is it possible then to, for example, add a script to the pdf (behind the "Submit" button and happening as it flattens the file) that is able to generate a random security nr that can then be populated in the pdf itself?
Yes, that's possible.
Also, not sure how robust the scripting can be within pdf but we also want to make sure that if a broker/client has Acrobat pro, that he/she won't be able to change some of the scripting in the form when completing it?
You can apply a security policy to the file that will prevent it from being edited, but it's far from 100% secure.

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This is quite complicated but I'm hoping someone can help me and hoping I can explain it too!
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I just edited an existing PDF in Acrobat Pro 9 - actually I inserted some high resolution images in TIFF via the Touchup tool.
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s.

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Thanks & Regards,
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Hi,
i can help you till
downloading the smartform as pdf format
check this
DATA: GIT_BSIK LIKE BSIK OCCURS 0 WITH HEADER LINE.
Variable declarations
DATA:
W_FORM_NAME TYPE TDSFNAME VALUE 'ZFII_EDD001',
W_FMODULE TYPE RS38L_FNAM,
W_CPARAM TYPE SSFCTRLOP,
W_OUTOPTIONS TYPE SSFCOMPOP,
W_BIN_FILESIZE TYPE I, " Binary File Size
W_FILE_NAME TYPE STRING,
W_FILE_PATH TYPE STRING,
W_FULL_PATH TYPE STRING.
Internal tables declaration
Internal table to hold the OTF data
DATA:
T_OTF TYPE ITCOO OCCURS 0 WITH HEADER LINE,
Internal table to hold OTF data recd from the SMARTFORM
T_OTF_FROM_FM TYPE SSFCRESCL,
Internal table to hold the data from the FM CONVERT_OTF
T_PDF_TAB LIKE TLINE OCCURS 0 WITH HEADER LINE.
This function module call is used to retrieve the name of the Function
module generated when the SMARTFORM is activated
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    EXPORTING
    FORMNAME = W_FORM_NAME
    VARIANT = ' '
    DIRECT_CALL = ' '
    IMPORTING
    FM_NAME = W_FMODULE
    EXCEPTIONS
    NO_FORM = 1
    NO_FUNCTION_MODULE = 2
    OTHERS = 3
    IF SY-SUBRC <> 0.
      MESSAGE ID SY-MSGID TYPE SY-MSGTY NUMBER SY-MSGNO
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    ENDIF.
Calling the SMARTFORM using the function module retrieved above
GET_OTF parameter in the CONTROL_PARAMETERS is set to get the OTF
format of the output
W_CPARAM-NO_DIALOG = 'X'.
W_CPARAM-PREVIEW = SPACE. " Suppressing the dialog box
" for print preview
W_CPARAM-GETOTF = 'X'.
Printer name to be used is provided in the export parameter
OUTPUT_OPTIONS
W_OUTOPTIONS-TDDEST = 'ZPC_'.
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            ITAB                       = GIT_BSIK
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        MESSAGE ID SY-MSGID TYPE SY-MSGTY NUMBER SY-MSGNO
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T_OTF[] = T_OTF_FROM_FM-OTFDATA[].
Function Module CONVERT_OTF is used to convert the OTF format to PDF
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      PDF_DELETE_OTFTAB = ' '
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CALL METHOD cl_gui_frontend_services=>file_save_dialog
EXPORTING
WINDOW_TITLE =
DEFAULT_EXTENSION =
DEFAULT_FILE_NAME =
FILE_FILTER =
INITIAL_DIRECTORY =
WITH_ENCODING =
PROMPT_ON_OVERWRITE = 'X'
CHANGING
filename = w_FILE_NAME
path = w_FILE_PATH
fullpath = w_FULL_PATH
USER_ACTION =
FILE_ENCODING =
EXCEPTIONS
CNTL_ERROR = 1
ERROR_NO_GUI = 2
NOT_SUPPORTED_BY_GUI = 3
others = 4
IF sy-subrc <> 0.
MESSAGE ID SY-MSGID TYPE SY-MSGTY NUMBER SY-MSGNO
WITH SY-MSGV1 SY-MSGV2 SY-MSGV3 SY-MSGV4.
ENDIF.
Use the FM GUI_DOWNLOAD to download the generated PDF file onto the
presentation server
CALL FUNCTION 'GUI_DOWNLOAD'
EXPORTING
BIN_FILESIZE = W_bin_filesize
filename = w_FULL_PATH
FILETYPE = 'BIN'
APPEND = ' '
WRITE_FIELD_SEPARATOR = ' '
HEADER = '00'
TRUNC_TRAILING_BLANKS = ' '
WRITE_LF = 'X'
COL_SELECT = ' '
COL_SELECT_MASK = ' '
DAT_MODE = ' '
CONFIRM_OVERWRITE = ' '
NO_AUTH_CHECK = ' '
CODEPAGE = ' '
IGNORE_CERR = ABAP_TRUE
REPLACEMENT = '#'
WRITE_BOM = ' '
TRUNC_TRAILING_BLANKS_EOL = 'X'
WK1_N_FORMAT = ' '
WK1_N_SIZE = ' '
WK1_T_FORMAT = ' '
WK1_T_SIZE = ' '
IMPORTING
FILELENGTH =
tables
data_tab = T_pdf_tab
FIELDNAMES =
EXCEPTIONS
FILE_WRITE_ERROR = 1
NO_BATCH = 2
GUI_REFUSE_FILETRANSFER = 3
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NO_AUTHORITY = 5
UNKNOWN_ERROR = 6
HEADER_NOT_ALLOWED = 7
SEPARATOR_NOT_ALLOWED = 8
FILESIZE_NOT_ALLOWED = 9
HEADER_TOO_LONG = 10
DP_ERROR_CREATE = 11
DP_ERROR_SEND = 12
DP_ERROR_WRITE = 13
UNKNOWN_DP_ERROR = 14
ACCESS_DENIED = 15
DP_OUT_OF_MEMORY = 16
DISK_FULL = 17
DP_TIMEOUT = 18
FILE_NOT_FOUND = 19
DATAPROVIDER_EXCEPTION = 20
CONTROL_FLUSH_ERROR = 21
OTHERS = 22
IF sy-subrc <> 0.
MESSAGE ID SY-MSGID TYPE SY-MSGTY NUMBER SY-MSGNO
WITH SY-MSGV1 SY-MSGV2 SY-MSGV3 SY-MSGV4.
ENDIF.
thanks & regards,
Venkatesh

How do I save edited PDF forms as editable PDF templates?

We need to download empty pdf forms, add some generic details (eg our company name and address) and then save that as a template so we can then open it and fill out through the year for different clients with their own individual data without having to fill in our own address again.
Preview cannot do this. On Tiger you can save the edited file, but it prevents it from then being editable again; in Leopard you can fill in the form with your data, save it, then open your saved file and edit it again but none of the data you added the first time has been saved.
We have to go into Windows and fire up Acrobat Reader 4.0 which has this functionality. All versions of Acrobat above v4 on both Windows and Mac were unable to do this so Preview isn't alone. It is frustrating though as we have to do this all the time - we fill out tax return forms for many different clients each year and really don't want to have to add our data manually each time.
Any suggestions? Any settings I can tweak anywhere?

Basilisk wrote:
If Preview is not for editing, why has it been made possible with the Leopard release to reorder the pages within a pdf, delete pages, and add completely different pages from other pdfs?
There's a huge difference between reordering existing pages and altering their content. The PDF specification is quite vast and Apple doesn't even attempt to support much of it because of the work involved.
The bottom line is that Preview doesn't do what you want it to and that's certainly not going to change anytime within the next year, so it's up to you to decide what to spend your money on. Since it seems that you are using this for business purposes I'd say it's a little silly to gripe about such a trivial investment, but again, it's up to you.
You could also hire someone to put together your templates for you.

Flatten or Lock a fillable pdf when user presses submit button

Hi. I've been searching all over the net trying to figure this out. I have a form that I created in LiveCycle and in the form I inserted a "REGULAR" button, with the following script:
//Create a variable to hold the document object
var
oDoc = event.target;oDoc.mailDoc({
bUI
: true,
cTo
: "[email protected]",
cSubject
: "New Procedure - Operator "+TextField1.rawValue+" - ID "+TextField2.rawValue,
cMsg
: "Attached is the New Procedure form for Operator "+TextField1.rawValue+" - ID "+TextField2.rawValue+".",
This script is emailing to "[email protected]" and populating the subject line and body of the message with some text and some items from fields in the PDF.
I want to have the PDF locked or flattened when the user hits the submit button, to ensure that the information put in the PDF isn't altered after they submit it. I cannot find any way of doing this easily. I found a script that will flatten the message (below), but I don't know how to add it to the email script I have noted above. I don't want to add a second button to the form as I want to keep it as simple as possible for the user.
Any suggestions someone might have would be greatly appreciated. Thank you.
Ryan

The link at the bottom of the blog post takes you to Acrobat.com where you can download the file.
Just tested it, the lin k is working fine for me.

I have created an editable pdf to assess our students at the end of each subject. It is being used by individuals with Reader only. The document was originally created in Word. I have reader enabled it before sending it out. The student has two attemp

I have an editable pdf (created using Acrobat 9).Is it possible to lock an editable pdf using Reader, but then unlock the same pdf (in Reader) at some stage in the future? The users of this pdf will only have Reader available to them. Once the editable fields are complete, I'd like them to be able to lock and unlock the document as it is being used - and depending on who is looking at the pdf. Is this possible and if so how? My understanding is that this would only be possible using Acrobat, but there might be a way around this?

Making an editable PDF Form non-editable (a shortcut)

How to make a PDF form non-editable or locked.
For those who aren't script-savvy, I believe this may be a little shortcut to editing a PDF form and then saving and sending it as a non-editable or locked PDF.
This is what I have written out for my client, whom I provided an editable PDF Form, so they could edit the PDF and then send it out to their own respective clients as a NON-editable PDF.
Instructions as follows:
How to save your PDF Form into a separate non-editable PDF to send to your client: (Using Adobe Acrobat Professional)
Step 1. Fill out the original PDF Form
Step 2. Once finished, go to “File” menu and click “Save a Copy” - title the file appropriately and save it to the desktop.
Step 3. Close the editable PDF document and do not save it (Saving it will save over the original file). Now open up the PDF you’ve just saved to
                    the desktop (you’ll now take the steps to make this file only non-editable).
Step 4. In the top menu, go to “Advanced” then select in that drop down menu “Security” then “Show Security Properties” - a ‘Document Properties’ window will now appear.
Step 5. From this new window, select the “Security” Menu. Set your ‘Security Method’ to ‘Password Security’.
Step 6. A new window will appear named ‘Password Security Settings’. In this menu, tick the box that says “Restrict Editing & Printing of the document”
            you’ll need to a) set a password for it, and b) In the ‘Printing Allowed’ drop down box, select ‘high resolution’   and if you want to, tick the
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Step 7. Click OK and Save the document. Now it’s not editable unless you have the password.
Note: If you happen to want to edit the PDF at a later date, you can open the file and in the ‘Security settings’ menu on the left hand side
(the menu is represented as a little gold lock) click ‘Permission Details’ then ‘Change Settings’ to revert everything back to an editable document
- repeat the above steps to make it a locked document again.

Thanks for your suggestions. You should also consider flattening a form if you want a non-editable copy; because the permissions password is not always respected by third-party PDF applications (for some people the form will remain editable, depending on what software they're using).
Flattening a form can be done in several ways in Acrobat: you can run a script - this.flattenPages() - or print the PDF back to PDF (aka refrying), or use the Sanitize tool in Acrobat X. It also strips out hidden content associated with the form (button actions, field calculation scripts, etc.) so provides additional data protection. Sanitize is the heavy-duty option of the three; it will remove all hidden content, leaving only what you see on the page.
One correction to your workflow - the Save a Copy menu item is not intended for creating a duplicate of a normal form, it's only available if the form has been rights-extended and it serves to remove the extension certificate from the PDF (allowing full editing in Acrobat again). As your client is working in Acrobat they don't need a rights-extended version in the first place, and working with a normal form will make things simpler for them. In Acrobat X Pro you could create them a custom Action which automatically flattens the file and saves a duplicate, so they don't accidentally overwrite the original.

Create an editable pdf that can be submitted by email

I've figured out how to create an editable pdf in Adobe Acrobat Pro. The pdf is a form to be completed. Is it possible for the recipient to complete it, save the changes in Adobe Reader and email it back? If not, what software do they need? (Acrobat?)

iicatcher,
You can!
The commands are slightly different depending on the version of Acrobat. I'd recommend you see the following video and help topic:
Video: http://infiniteskills.com/blog/2011/09/adobe-acrobat-x-tutorial-enabling-reader-users-to-s ave-forms/
Help (Acrobat X): http://help.adobe.com/en_US/acrobat/pro/using/WS58a04a822e3e50102bd615109794195ff-7e0d.w.h tml
Help (Acrobat 9): http://help.adobe.com/en_US/Acrobat/9.0/Professional/WS58a04a822e3e50102bd615109794195ff-7 e0d.w.html
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Editable pdf fields

Hi,
I was just wondering whether it is possible at all to export a .pdf from Diadem, the fields in which are editable.
Alternatively can one load an editable .pdf and populate it as a Report, only for it to remain editable afterwards?
Help is much appreciated.
Regards,
Tim

tspc wrote:
Hi,
I was just wondering whether it is possible at all to export a .pdf from Diadem, the fields in which are editable.
Alternatively can one load an editable .pdf and populate it as a Report, only for it to remain editable afterwards?
Help is much appreciated.
Regards,
Tim
I know how to create an editable PDF report with Adobe product. But I do not know without external PDF editor, whether your request can be fulfilled.

Are parts of a pdf document in Adobe Acrobat Pro able to be secured so that once the recipient fills out a specific section, signs it, and submits it to the original sender, that information filled out is locked from editing for security purposes? If so,

I have an application I'm submitting to our school website for potential students to fill out. There are sections for the student(s) to fill out as well as sections for staff to fill out. For the sake of security for the student filling out the form, I'd like to set it up so that once the student has filled out the proper sections and submits the information, any information filled out and signed by the student is locked from editing on my part. I only need to read what the student filled out and signed, then add my notes to Staff sections. Is this possible? If so, how? I need details!

You can create a script that will lock the fields before signing. But when you edit the document after the student signs, the signature will no longer be valid and the document will show that it has been changed after signing. Adobe restricts the number of files you can collect information on with forms that can be saved and emailed. The restriction used to be 500 files unless you purchased the appropriate LiveCycle product to enable the pdf files for saving.
Why in the world are you requiring potential students to sign forms. Many students will not know how to sign pdf files. Just have a button that will submit the information to a website for you to extract or to send you the information in an FDF file and import the information form. You can have a button that will lock the fields they fill out. This will ensure you do not have to worry about the 500 file limit.
Understanding reader extensions licensing | Adobe LiveCycle Blog

To send email with editable PDF/XLS attachment

Hi All,
Is it possible to send editable PDF/XLS attachment in a mail to the customer via SAP, if yes how?
Please Help! Urgent

hi,
*Sending mail with attachment
* This program will allowed you to send email with attachment.
* First, specify the attachment file from your local hardisk and execute.
* Next, specify the sender email address and click the send button.
report y_cr17_mail.
data method1 like sy-ucomm.
data g_user like soudnamei1.
data g_user_data like soudatai1.
data g_owner like soud-usrnam.
data g_receipients like soos1 occurs 0 with header line.
data g_document like sood4 .
data g_header like sood2.
data g_folmam like sofm2.
data g_objcnt like soli occurs 0 with header line.
data g_objhead like soli occurs 0 with header line.
data g_objpara like selc occurs 0 with header line.
data g_objparb like soop1 occurs 0 with header line.
data g_attachments like sood5 occurs 0 with header line.
data g_references like soxrl occurs 0 with header line.
data g_authority like sofa-usracc.
data g_ref_document like sood4.
data g_new_parent like soodk.
data: begin of g_files occurs 10 ,
text(4096) type c,
   end of g_files.
data : fold_number(12) type c,
       fold_yr(2) type c,
       fold_type(3) type c.
parameters ws_file(4096) type c default 'c:\debugger.txt'.
* Can me any file fromyour pc ....either xls or word or ppt etc ...
g_user-sapname = sy-uname.
call function 'SO_USER_READ_API1'
exporting
   user                            = g_user
*    PREPARE_FOR_FOLDER_ACCESS       = ' '
importing
   user_data                       = g_user_data
* EXCEPTIONS
*    USER_NOT_EXIST                  = 1
*    PARAMETER_ERROR                 = 2
*    X_ERROR                         = 3
*    OTHERS                          = 4
if sy-subrc <> 0.
* MESSAGE ID SY-MSGID TYPE SY-MSGTY NUMBER SY-MSGNO
*         WITH SY-MSGV1 SY-MSGV2 SY-MSGV3 SY-MSGV4.
endif.
fold_type = g_user_data-outboxfol+0(3).
fold_yr = g_user_data-outboxfol+3(2).
fold_number = g_user_data-outboxfol+5(12).
clear g_files.
refresh : g_objcnt,
g_objhead,
g_objpara,
g_objparb,
g_receipients,
g_attachments,
g_references,
g_files.
method1 = 'SAVE'.
g_document-foltp = fold_type.
g_document-folyr   = fold_yr.
g_document-folno   = fold_number.
g_document-objtp   = g_user_data-object_typ.
*g_document-OBJYR   = '27'.
*g_document-OBJNO   = '000000002365'.
*g_document-OBJNAM = 'MESSAGE'.
g_document-objdes   = 'sap-img.com testing by program'.
g_document-folrg   = 'O'.
*g_document-okcode   = 'CHNG'.
g_document-objlen = '0'.
g_document-file_ext = 'TXT'.
g_header-objdes = 'sap-img.com testing by program'.
g_header-file_ext = 'TXT'.
call function 'SO_DOCUMENT_REPOSITORY_MANAGER'
exporting
    method             = method1
   office_user        = sy-uname
   ref_document       = g_ref_document
   new_parent         = g_new_parent
importing
   authority          = g_authority
tables
   objcont            = g_objcnt
   objhead            = g_objhead
   objpara            = g_objpara
   objparb            = g_objparb
   recipients         = g_receipients
   attachments        = g_attachments
   references         = g_references
   files              = g_files
changing
    document           = g_document
   header_data        = g_header
*   FOLMEM_DATA        =
*   RECEIVE_DATA       =
* File from the pc to send...
method1 = 'ATTCREATEFROMPC'.
g_files-text = ws_file.
append g_files.
call function 'SO_DOCUMENT_REPOSITORY_MANAGER'
exporting
    method             = method1
   office_user        = g_owner
   ref_document       = g_ref_document
   new_parent         = g_new_parent
importing
   authority          = g_authority
tables
   objcont            = g_objcnt
   objhead            = g_objhead
   objpara            = g_objpara
   objparb            = g_objparb
   recipients         = g_receipients
   attachments        = g_attachments
   references         = g_references
   files              = g_files
changing
    document           = g_document
   header_data        = g_header
method1 = 'SEND'.
g_receipients-recnam = 'MK085'.
g_receipients-recesc = 'B'.
g_receipients-sndex = 'X'.
append g_receipients.
call function 'SO_DOCUMENT_REPOSITORY_MANAGER'
exporting
    method             = method1
   office_user        = g_owner
   ref_document       = g_ref_document
   new_parent         = g_new_parent
importing
   authority          = g_authority
tables
   objcont            = g_objcnt
   objhead            = g_objhead
   objpara            = g_objpara
   objparb            = g_objparb
   recipients         = g_receipients
   attachments        = g_attachments
   references         = g_references
   files              = g_files
changing
    document           = g_document
   header_data        = g_header.
*-- End of Program
Hope this helps, Do reward.

Please help!!!!!! i filled out a job application using adobe reader but i cannot send the file back via email because the file is protected with a lock. how do i unlock this file to send it?!!!!!!!!!

please help!!!!!! i filled out a job application using adobe reader but i cannot send the file back via email because the file is protected with a lock. how do i unlock this file to send it?!!!!!!!!!

Hi kevinv1987,
It doesn't sound like the PDF was password protected (or Adobe Reader would prompt you for a password). Instead, it sounds like that file may be marked locked by your operating system. Are you on Mac OS or Windows? In either case, here are instructions for removing the lock icon from the file:
Remove the Lock Icon from a Folder in Windows 7 (check Microsoft's website if you have a different version of Windows)
On Mac OS, select the file in the Finder, and choose File > Get Info. Then, just deselect the Lock checkbox.
Please let us know how it goes.
Best,
Sara

How to lock an editable pdf on "Sending" or "Submit"

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